Talia S Lazaro-simpson
Investment adviser representative at Citizens Securities, Inc.
17 yearsExperience
17 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Citizens Securities, Inc.Feb 2022 to now
- UnemployedSep 2020 to Feb 2022
- People's Securities, Inc.Jun 2015 to Sep 2020
- People's United BankAug 2009 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 17 states (CA, CT, FL, GA, IA, IN, KY, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5641247
- Firm CRD
- 39550